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Serenus Wealth Advisors, LLC
Serenus Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Santa Monica, California. Founded in 2024 by veteran advisors Kara S. Boccella and Devon M. Galindo, the firm serves high-net-worth individuals, families, legal professionals, executives, and entrepreneurs across the United States. The firm has 5 employees, all focused on investment advisory roles, and collectively brings decades of industry experience previously at Certuity’s Santa Monica office. Serenus Wealth Advisors manages over $1.3 billion in client assets and is fee-only, partner-owned, and fiduciary, emphasizing comprehensive wealth management and conflict-free advice.
Investment Strategy
Serenus Wealth Advisors employs a holistic, client-centric investment approach tailored to the sophisticated needs of high-net-worth individuals and families. Their strategy integrates comprehensive wealth planning—encompassing investment management, insurance and risk management, retirement planning, tax optimization, and estate planning. As a fee-only, independent fiduciary, Serenus prioritizes conflict-free advice, focusing on long-term growth, risk mitigation, and aligning financial solutions with client goals. Investment selections include a diversified portfolio of large-cap equities, as seen via their substantial positions in top public companies, underpinned by personalized financial plans for each client.
Latest 13F Filing Activity
Serenus Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions and 1 options positions with a total 13F market value of $591M. The fund increased holdings in Invesco QQQ Trust Series I, SPDR S&P 500 Etf Trust, Ishares Core S&P 500 Etf among other positions. Serenus Wealth Advisors, LLC reduced exposure to Wisdomtree Floating Rate Treasury Fund, Ishares Core S&P Mid-cap Etf, Technology Select Sector SPDR Fund among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 42.38% | $250.3M | 4,974,575 | $50.32 | $50.31 | -$31.5M |
S SPY | SPDR S&P 500 ETF TRUST | 15.25% | $90.1M | 145,795 | $586.08 | $617.85 | +$7.9M |
Q QQQ | INVESCO QQQ TRUST SERIES I | 8.93% | $52.7M | 104,208 | $511.81 | $551.64 | +$8.9M |
I IVV | ISHARES CORE S&P 500 ETF | 8.07% | $47.7M | 76,754 | $581.13 | $620.90 | +$3.6M |
D DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 5.46% | $32.2M | 384,919 | $80.93 | $83.74 | +$30.0K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | New | Put | $363.5K | 20 | $181.74 | $181.74 | +20 | +$363.5K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Los Angeles, CA , United States | |
 | Partner | NY , United States |
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